Resolve conflicts with the independently-merged ai-agent-roles feature:
- ai-chat.module.ts: keep BOTH AiAgentRolesModule and the public-share
wiring (Share/Search modules, PublicShareChatController, services).
- ai.service.ts: take develop's getChatModel ChatModelOverride superset,
which already covers the public-share model-id-only override.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Unit tests for the safety-critical paths: crypto secret-box (round-trip,
tamper detection, wrong key), the SSRF guard (blocked ranges + DNS-rebinding),
the ai-chat tools service, the page-embedding repo, and the
assistant-parts/serialization helpers. Those server helpers (assistantParts,
rowToUiMessage, serializeSteps) are exported ONLY for the tests — no runtime
change.
Also: keyboard a11y on the chat history header and conversation rows
(role/tabIndex/Enter+Space), and DRY refactors that move shared logic into one
place (isToolPart -> tool-parts util; buildInitialValues in the MCP form).
The behaviour-changing edits that previously rode along in this commit are
split out into the following two commits, per review.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Release-cycle red-team found getShareForPage joins only the shares table, so it
does not exclude restricted descendants. The public share VIEW (getSharedPage)
compensates with hasRestrictedAncestor, but the assistant's getSharePage tool
and the controller funnel did not — so an anonymous caller could read a
restricted descendant's content (tool) or surface its title into the system
prompt (funnel) within an includeSubPages share.
- getSharePage: after the share-membership check and before returning content,
reject with the generic 'not part of this published share' message when
hasRestrictedAncestor(page.id) is true (page.id is the resolved UUID, so
slugId inputs work). Inject PagePermissionRepo.
- funnel: resolve the OPENED page to its UUID and treat a restricted opened page
as not-in-share (same uniform 404, fail closed if unresolvable) so its title
never reaches buildShareSystemPrompt.
search/list already exclude restricted subtrees (getPageAndDescendantsExcludingRestricted),
so these were the only two bypasses. Generic messages keep restricted
indistinguishable from not-in-share.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Lets an unauthenticated viewer of a published share ask an AI scoped strictly
to that share's page tree. The authenticated agent is untouched; the security
boundary is the tool scope (no identity), and nothing is persisted.
Server:
- workspace toggle settings.ai.publicShareAssistant (default off) +
optional settings.ai.provider.publicShareChatModel (cheap model id; reuses
the chat driver/baseUrl/key). getChatModel(workspaceId, override) substitutes
only the model id, falling back to chatModel.
- POST /api/shares/ai/stream (@Public, SSE). Guardrail funnel, each failing
before streaming: toggle off -> 404; share missing/wrong-workspace/sharing
off -> 404; pageId not in share tree -> 404; provider unconfigured -> 503;
per-IP (5/min) and per-workspace (300/h, IP-independent) rate limits -> 429.
Uniform 404s never confirm a private page's existence.
- forShare read-only in-process toolset: searchSharePages (existing shareId
FTS branch, no spaceId/userId), getSharePage (getShareForPage gate +
share.id check, content via the public sanitizer), listSharePages. No write/
comment/history/cross-space/external-MCP tools.
- Locked share system prompt + immutable safety block; stepCountIs(5).
- /shares/page-info exposes an aiAssistant flag (gated behind isSharingAllowed).
Client: an ephemeral, text-only Ask-AI widget on the public shared page,
shown only when the flag is set; useChat -> /api/shares/ai/stream,
credentials omit. Admin toggle + model field in Settings -> AI.
Also adds a jest moduleNameMapper for src/-rooted imports (fixes pre-existing
unresolvable specs; additive).
Implements docs/public-share-assistant-plan.md.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
list_pages gains an opt-in `tree` parameter on both surfaces (the
@docmost/mcp server tool and the AI-chat agent tool), which share the
same DocmostClient.listPages. Default behavior (recent-by-updatedAt flat
list) is unchanged.
- client.ts: listPages(spaceId?, limit=50, tree=false); when tree is
true it requires spaceId (throws a specific error otherwise), walks the
sidebar tree via the existing bounded/cycle-safe enumerateSpacePages,
and returns a nested tree; limit is ignored in tree mode.
- lib/tree.ts: new pure buildPageTree() — lean nodes { id, slugId, title,
children? }, children sorted by position (code-unit order), orphans
promoted to roots, cycle-safe.
- index.ts + ai-chat-tools.service.ts: expose `tree` in the tool schemas
and descriptions; docmost-client.loader.ts: mirror the new signature.
- tests: add packages/mcp/test/unit/tree.test.mjs (nesting, ordering,
lean shape, orphan promotion, cycle/self-reference safety).
- rebuild @docmost/mcp (build/ is tracked and loaded at runtime).
edit_page_text reported "success" when asked to change formatting (e.g. remove
strikethrough): the markdown-strip fallback matched the bare text, the replace
preserved marks, and the tool returned success — so the agent believed it had
fixed something that never changed.
Two fixes, both in the shared @docmost/mcp DocmostClient so they reach BOTH the
standalone MCP server and the in-app AI chat (which loads @docmost/mcp):
- Verifiable result for every content mutator: mutatePageContent now computes a
`verify` change-report (text inserted/deleted, blocks changed, per-mark-type
delta, integrity/structure delta) via summarizeChange() and returns it on all
mutators (incl. replaceImage via mutateLiveContentUnlocked). diffDocs is
text-only, so the mark/structure delta is what surfaces formatting changes.
- edit_page_text hard-refuses formatting edits: applyTextEdits rejects an edit
whose find/replace differ only in markdown markers (via stripBalancedWrappers,
which strips balanced wrappers/links without trimming whitespace/emoji, so
plain-text edits like trailing-space trims, snake_case, math are NOT refused).
A fully-refused batch errors instead of silently succeeding.
Also updated the model-facing edit_page_text descriptions in BOTH tool layers
(packages/mcp/src/index.ts and ai-chat-tools.service.ts) to drop the misleading
"strip-and-retry tolerated" wording and point formatting changes to patch_node.
New unit tests: test/unit/diff-verify.test.mjs, test/unit/json-edit-refuse.test.mjs.
Improve agent RAG quality with three changes, plus a roadmap doc for the rest.
- Indexer: prefix each chunk with its heading path ("Page > H1 > H2"), built by
walking the ProseMirror JSON (heading nodes) so a `#` inside a fenced code block
is never mistaken for a heading. Falls back to plain-text chunking on any error.
buildChunkRows: drop indexOf-against-source offsets (breadcrumb prefixes break
verbatim matching) for a cumulative cursor — offsets are provenance-only.
- Hybrid search: new migration adds a generated `fts` tsvector column + GIN index
to page_embeddings (same english+f_unaccent config as pages.tsv). New
PageEmbeddingRepo.hybridSearch fuses cosine + full-text rankings via Reciprocal
Rank Fusion (k=60, equal weights) in one SQL query at chunk granularity.
- Tools: collapse semanticSearch + searchPages into one hybrid `searchPages` tool
with a query-rewrite-oriented description; gracefully falls back to the REST
full-text path when embeddings are unconfigured. Access control (space scope +
page-permission post-filter) preserved. Add a query-rewrite hint to the default
system prompt.
- docs/rag-improvements-plan.md: record what shipped and the deferred backlog
(reranker, attachment indexing, eval harness, tuning).
Note: requires a corpus reindex to populate breadcrumbs on existing pages.
Locators (edit_page_text `find`, insert_node `anchorText`) are matched
against the document's plain text, so a model-supplied locator carrying
markdown wrappers (**bold**, *italic*, `code`, [t](url)) or trailing emoji
never matched and the edit/insert failed. Add stripInlineMarkdown() and a
fallback: try the locator verbatim first (exact match wins, so literal
asterisks/underscores still work), and only on zero matches retry with a
markdown-stripped form. The ambiguity guard runs on the post-fallback count,
and `replace` / inserted node content are never stripped, so no formatting is
lost. Failed edits gain an atom-aware reason plus a bounded "closest block
text" hint; the insert_node "anchor not found" error now points at plain-text
anchors / anchorNodeId.
New packages/mcp/src/lib/text-normalize.ts (+ unit tests); wired into
json-edit.ts and node-ops.ts; tool descriptions updated. Tests: 212 pass.
edit_page_text (applyTextEdits) now matches at the inline-block level instead of
per text node, so a find/replace may cross bold/italic/link boundaries; the
replacement inherits marks from the unchanged common prefix/suffix via a diff
splice. Atom (non-text inline) slots can never be part of a match, making the
U+FFFC placeholder collision-safe, and inserted text never inherits an atom's
marks.
The edit batch is no longer all-or-nothing: applyTextEdits returns
{ doc, results, failed } and applies what it can; editPageText writes only on a
real change (no spurious history version for a no-op) and throws an aggregated,
actionable error only when nothing applied.
The AI-chat insert_node / patch_node / update_page_json tools now JSON.parse a
node/content argument that arrives as a string, matching the standalone MCP
server (this is what made insert_node fail under OpenAI tool calls).
Tool descriptions gain concrete ProseMirror examples and reflect the new
edit_page_text behavior. Adds/updates json-edit unit tests (183 pass).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Editing an existing comment's text is irreversible (not version-tracked),
which breaks the agent's "only reversible operations" invariant. Remove the
updateComment tool that was added in the toolset-expansion change, leaving the
agent at 40 tools (comments: create/resolve only).
- Remove the updateComment tool from forUser().
- Remove updateComment from the DocmostClientLike interface.
- Reword SAFETY_FRAMEWORK: comments are create/resolve only; drop the
comment-text-edit exception (keep the public-sharing one); keep the
no-permanent-deletion guarantee and anti-prompt-injection rules.
- Tests: assert updateComment is NOT exposed (mirrors the deleteComment guard).
- docs(ai-agent-chat-plan): move updateComment to the "not exposed" list.
Grow the agent tool registry in forUser() from 10 to 41 tools, wiring all
remaining @docmost/mcp client capabilities: reads (workspace/spaces/pages/
sidebar/outline/json/node/table/comments/shares/history/diff/export) and
reversible writes (editPageText, patch/insert/delete node, updatePageJson,
table ops, copy/import content, share/unshare, restorePageVersion,
updateComment, transformPage).
Deliberately NOT exposed: deleteComment (irreversible hard delete) and the
filePath-based image tools (uploadImage/insertImage/replaceImage — useless
and unsafe for a server-side agent). transformPage omits the deleteComments
option from its schema and never passes it, so the comment-deletion path is
unreachable from the agent.
- Extend DocmostClientLike with the new method signatures.
- Update SAFETY_FRAMEWORK to describe the broader toolset while keeping the
no-permanent-deletion guarantee and anti-prompt-injection rules; flag that
comment-text edits are not version-tracked and sharing is public.
- Add guardrail tests: no deleteComment tool; transformPage schema rejects
deleteComments.
- docs(ai-agent-chat-plan): record the toolset expansion and a backlog item
to support image insertion by URL via the existing SSRF guard.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- openai provider: use .chat() (Chat Completions) instead of the default callable
(Responses API), which gateways reject on multi-turn -> 400.
- updateAiProviderSettings: assemble settings.ai.provider via jsonb_build_object
with ::text-cast bound params + jsonb_typeof self-heal (postgres.js was
double-encoding it into an array; the ::text cast avoids 'could not determine
data type of parameter').
- chat agent: drop the hard maxOutputTokens cap (truncated complex tool calls);
keep a tiny cap only on the test-connection ping.
- testConnection + chat stream: surface the real provider error (statusCode+message)
to logs and the UI instead of generic masks; never log the API key.
- chat UI: typing indicator, incremental streaming render, tool 'running' status, Stop.
Also bundled (prior uncommitted ai-chat work):
- history 'AI agent' provenance badge; vector RAG (pgvector image + page_embeddings
+ AI_QUEUE indexer + space-scoped semanticSearch); external MCP servers backend
(@ai-sdk/mcp client, SSRF IP-pinning, encrypted headers, admin CRUD/Test);
yjs duplicate-instance fix via pnpm patch (single CJS instance server-side).
- Add reversible write tools to the per-user agent toolset (page create/update/
move/soft-delete; comment reply + resolve), exposed under the user's JWT and
enforced by Docmost CASL; no permanent/force delete (D3).
- Non-spoofable agent provenance: sign actor/aiChatId into the access and collab
tokens (TokenService), propagate via jwt.strategy onto the request, and set
pages.last_updated_source/last_updated_ai_chat_id on REST create/update/move and
comments.created_source/resolved_source/ai_chat_id.
- packages/mcp: add an optional getCollabToken provider (content-edit provenance)
and guard against empty tokens; service-account /mcp path unchanged.
Frontend:
- Admin 'AI / Models' settings section: provider/model/embedding/base URL, a
write-only API key field, system prompt, and Test connection.
- AI chat panel (useChat + DefaultChatTransport): conversation list, streamed
messages, tool-call action log and page citations; header entry point gated on
settings.ai.chat.
Compile-verified (server nest build + client tsc/vite); not yet live-tested.
Known gaps: history 'AI agent' badge (C3), vector RAG (D), external MCP (E);
chat tool-card citation links pending a fix.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
WIP checkpoint of the gitmost AI-chat backend (plan stages A + B1 + B3a).
The agent acts under the requesting user's JWT (Docmost CASL enforces page
access); the external service-account /mcp endpoint is untouched.
LLM provider config (A2-A4):
- integrations/crypto: AES-256-GCM SecretBoxService (key derived from APP_SECRET,
per-record salt/iv; clear error on rotation instead of crashing).
- ai_provider_credentials table/repo/types: encrypted API key stored outside
workspace settings/baseFields, write-only (never returned by any endpoint).
- integrations/ai: per-workspace AI SDK v6 provider driver (openai/gemini/ollama),
admin-gated GET(masked)/PATCH(write-only key)/Test endpoints; settings.ai.provider
holds non-secret config incl. systemPrompt. Removed unused AI_* env getters (DB is
the single source of truth).
Chat module (A1, A5-A8):
- ai_chats/ai_chat_messages repos (workspace-scoped, soft-delete, tsv never selected).
- core/ai-chat: CRUD + POST /ai-chat/stream (Fastify hijack + AI SDK v6
pipeUIMessageStreamToResponse, abort on disconnect, persist user/assistant msgs).
- Agent loop: streamText + stepCountIs(8); read tools searchPages/getPage via a
per-request DocmostClient over loopback REST under the user's minted access token.
- Gate settings.ai.chat (+ 503 when provider unconfigured); buildSystemPrompt with a
non-removable safety/anti-prompt-injection framework. Per-user rate limit.
Per-user auth (B1):
- @docmost/mcp DocmostClient gains an additive getToken variant (carry a user JWT,
re-fetch on 401) and exports DocmostClient; the email/password service-account path
(external /mcp, stdio) is unchanged.
Agent-edit provenance backbone (B3a):
- Migration: pages/page_history (last_updated_source, last_updated_ai_chat_id) and
comments (created_source, ai_chat_id, resolved_source).
- Signed actor/aiChatId claim in the collab token; onAuthenticate propagates it,
onStoreDocument writes it with a sticky agent marker, saveHistory copies it.
Migrations auto-run on boot (additive). Write tools, frontend, RAG and external MCP
servers are not in this checkpoint.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
vvzvlad
claude code agent 227